Timothy Finnegan, EA

Timothy Finnegan, EA

Checklist of things to bring

  • Last year's tax return (new client)
  • Social security numbers and dates of birth for dependents
  • W-2 forms for wages
  • 1099 forms for interest, dividends, retirement, social security, unemployment, and other income
  • Year end statements from mutual funds
  • K-1 forms from partnerships, corporations, and estates
  • Rental or self employment income and expense
  • Purchase and sale information for anything sold during the year
  • All other statements of income
  • IRA year end statements
  • Medical expenses
  • Records of estimated taxes paid
  • Property tax statements
  • 1098 forms for mortgage or student loan interest
  • Donations of money to charity
  • Fair market value of donations of property to charity
  • Volunteer expenses and mileage
  • Amounts paid for higher education
  • Job related expenses
  • Child care provider's name, address, social security number, and amount paid
  • Cancelled checking/savings slip (for direct deposit/direct debit information)
  • Gambling losses (up to amount of winnings)
  • Unreimbursed employee/work-related expenses (if self-employed, do not include item reported on Schedule C)
  • Business milage, total miles driven for the year, total commute miles.  Vehicle purchase/lease documents.  Vehicle expenses.

Tax Topics

Checklist of things to bring

What do I need to bring to my tax appointment?